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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Shane Davis is a registered investment advisor with LPL Financial LLC, with over 14 years of experience in the financial services industry. Bradley is licensed to offer advisory services in multiple states, including Illinois, Florida, and Texas. Bradley's prior experience includes time with J.P. Morgan Securities LLC and Chase Investment Services Corp. Bradley's expertise includes financial planning, portfolio management for individuals and businesses, and consulting services. Bradley currently holds Series 6, 7, and 66 licenses, as well as the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/30/2015 - Present
LPL Financial LLC (PEORIA IL)
IL
10/01/2012 - 04/10/2014
J.P. MORGAN SECURITIES LLC (PEORIA IL)
IL
11/19/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PEORIA IL)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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